JPMorgan Core Bond Fund Select Class

 (MUTF:WOBDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.17%  
1 week
   
-0.09%  
4 week   +0.15%
   
3 month   +1.25%
   
YTD   +3.47%
   
1 year   +3.63%
   
3 years*   +3.36%
   
5 years*   +5.04%
   
*annualized
Best 3 month return+5.60%  
Worst 3 month return-2.93%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Average Below Average
5 years Average Low
10 years Average Below Average
Overall Average Below Average

Key statistics

Total assets24.76B 
Front load-  
Deferred load-  
Expense ratio0.58%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash6.27%  
Stocks0.00%  
Bonds92.98%  
Other0.76%  

Purchase information

Initial$1,000,000  
Additional$0  
IRA Initial$1,000,000  
AIP Initial$100  
AIP Additional$100  
11.70-0.04(-0.34%)
Jul 30, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. As part of its main investment strategy, it may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
Fund filings (PDF) »
Asset managers:
Douglas Swanson (Started: Dec 1, 1991)
Christopher Nauseda (Started: May 31, 2006)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.24 0.49 0.95 0.63
Beta* 0.89 0.87 0.85 0.87
Mean annual return 0.30 0.30 0.42 0.42
R-squared* 97.14 97.04 95.39 88.99
Standard deviation 2.15 2.44 2.49 2.99
Sharpe ratio 1.64 1.47 2.00 1.14
* Against standard index

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